Beacon Investment Advisory Services Inc. Has $9.03 Million Stock Holdings in Insulet Corporation $PODD

Beacon Investment Advisory Services Inc. trimmed its stake in shares of Insulet Corporation (NASDAQ:PODD) by 13.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 59,333 shares of the medical instruments supplier’s stock after selling 9,063 shares during the period. Beacon Investment Advisory Services Inc. owned about 0.09% of Insulet worth $9,033,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of PODD. State Street Corp boosted its stake in Insulet by 2.1% in the 4th quarter. State Street Corp now owns 3,155,489 shares of the medical instruments supplier’s stock worth $896,916,000 after purchasing an additional 65,317 shares during the period. Geode Capital Management LLC raised its position in Insulet by 2.1% during the fourth quarter. Geode Capital Management LLC now owns 2,006,413 shares of the medical instruments supplier’s stock valued at $568,274,000 after buying an additional 41,019 shares during the period. Invesco Ltd. raised its position in Insulet by 10.5% during the fourth quarter. Invesco Ltd. now owns 1,480,562 shares of the medical instruments supplier’s stock valued at $420,835,000 after buying an additional 141,167 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in Insulet by 462.7% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 1,229,928 shares of the medical instruments supplier’s stock worth $258,088,000 after acquiring an additional 1,011,369 shares in the last quarter. Finally, Norges Bank purchased a new stake in Insulet in the 4th quarter worth about $300,794,000.

Insider Transactions at Insulet

In other Insulet news, Director Timothy C. Stonesifer acquired 2,790 shares of Insulet stock in a transaction on Wednesday, June 3rd. The shares were bought at an average price of $143.51 per share, with a total value of $400,392.90. Following the completion of the purchase, the director owned 9,041 shares in the company, valued at $1,297,473.91. This trade represents a 44.63% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 0.36% of the company’s stock.

Key Headlines Impacting Insulet

Here are the key news stories impacting Insulet this week:

• Positive Sentiment: Insulet reported strong second-quarter results, with revenue of $801.7 million, up 23.5% year over year, and adjusted EPS of $1.66 versus the $1.47 consensus estimate. The results indicate continued demand for the Omnipod platform despite emerging retention issues. Insulet Corporation Q2 2026 Earnings Call Summary
• Neutral Sentiment: Several law firms are seeking lead plaintiffs for a federal securities class action covering investors who purchased PODD shares between February 21, 2025, and May 26, 2026. The lead-plaintiff deadline is August 31, 2026; the allegations have not been proven. Pomerantz class-action announcement
• Negative Sentiment: Insulet reduced its 2026 revenue outlook after identifying weaker-than-expected retention among Type 2 diabetes users. Investors are concerned that the issue could temper Omnipod adoption and second-half growth, despite management maintaining that the broader growth opportunity remains intact. Insulet cuts 2026 revenue outlook
• Negative Sentiment: Analysts sharply cut their valuations following the guidance reduction. TD Cowen lowered its price target to $144 with a hold rating, UBS reduced its target to $150 with a neutral rating, JPMorgan cut its target to $152, and Leerink downgraded PODD to market perform. Benchmark and Stifel retained buy ratings but also lowered their targets. Analysts slash Insulet forecasts
• Negative Sentiment: Investor concerns also include two recent Omnipod recalls or voluntary medical-device corrections, which have raised questions about manufacturing quality, potential regulatory scrutiny and reputational damage. The newly filed lawsuit alleges securities-law violations related to these issues and the company’s disclosures. PODD shareholder alert

Insulet Trading Up 1.3%

Shares of PODD stock opened at $141.17 on Friday. The stock has a market cap of $9.79 billion, a price-to-earnings ratio of 26.39, a P/E/G ratio of 1.03 and a beta of 1.10. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.81 and a current ratio of 2.48. Insulet Corporation has a 52-week low of $126.40 and a 52-week high of $354.88. The firm has a fifty day moving average of $155.42 and a 200-day moving average of $193.60.

Insulet (NASDAQ:PODD) last posted its earnings results on Wednesday, August 5th. The medical instruments supplier reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.19. The business had revenue of $801.70 million for the quarter, compared to analyst estimates of $787.39 million. Insulet had a net margin of 12.29% and a return on equity of 29.29%. The firm’s quarterly revenue was up 23.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.17 EPS. Insulet has set its FY 2026 guidance at 6.460- EPS. On average, equities research analysts forecast that Insulet Corporation will post 6.51 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. William Blair assumed coverage on shares of Insulet in a research report on Wednesday, May 20th. They issued an “outperform” rating for the company. Evercore set a $180.00 price objective on shares of Insulet in a report on Monday, July 6th. Oppenheimer cut Insulet from an “outperform” rating to a “market perform” rating in a research report on Wednesday. Raymond James Financial reiterated an “outperform” rating and set a $180.00 price target on shares of Insulet in a research note on Thursday. Finally, BTIG Research cut shares of Insulet from a “buy” rating to a “neutral” rating in a research note on Thursday. Fourteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $195.40.

Insulet Company Profile

Insulet Corporation is a medical device company headquartered in Acton, Massachusetts, that develops, manufactures and sells insulin-delivery systems for people with diabetes. The company’s core business is the design and commercialization of its Omnipod family of tubeless, wearable insulin pumps and the consumable Pods that deliver insulin. Insulet’s products aim to simplify insulin delivery for people with type 1 diabetes and insulin-requiring type 2 diabetes by offering an alternative to traditional insulin pens and tethered pump systems.

The company’s product portfolio includes the Omnipod System line—disposable, waterproof Pods that adhere to the skin and deliver insulin—and the associated controllers and mobile applications used to program and monitor insulin delivery.